Chief Financial Officer, Chief Investment Officer · Maat Investment Group Gmbh
Shaun G. Heelan
CRD 4641931 · Named on Form ADV at one SEC-registered adviser
At a glance
Maat Investment Group Gmbh, an SEC-registered wealth manager based in Munich, Germany with $1 million in regulatory assets, lists Shaun G. Heelan on its Form ADV as Chief Financial Officer, Chief Investment Officer, a control person.
Firms and roles
- Maat Investment Group GmbhChief Financial Officer, Chief Investment OfficerWealth manager · Munich, Germany · $1M in regulatory assets
AtlasMembers
Shaun’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Patrick MoosmannChief Operating Officer, Chief Compliance Officer, Maat Investment Group Gmbh
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.